Hassle-free Setup
Quick and simple onboarding
Loved by 1500+ Businesses
Trusted by growing teams
For Agencies
โBuilt for agency workflows
Small Businesses, Freelancers
Perfect for freelancers
01
Lead Management
Our clean visual sales pipeline & lead dashboard helps you organize prospects, track conversations, and follow up rightfully. A clear path to more closed deals.
02
Client Management
Deliver a secure client experience with our client manager software. You can manage tasks, files, onboarding, and more. Every detail stays centralised.
03
Project Management
Keep projects on track. Assign tasks, set deadlines, and collaborate with your team in a simple project management dashboard designed for agencies, freelancers, and consultants.
// One Platform, Engaged Clients, and Zero Chaos
Client Management
Made Simple & Powerful
Transform your client interactions with an all-in-one platform designed for agencies, freelancers, and growing businesses. Manage clients, projects, invoices, and communication from one intuitive dashboard.
Hassle-free Setup
Quick and simple onboarding
Loved by 1500+ Businesses
Trusted by growing teams
For Agencies
โBuilt for agency workflows
Small Businesses, Freelancers
Perfect for freelancers
Experience ClientManager in 60 Seconds!
Explore our all-in-one platform built for seamless client onboarding and CRM management. Track clients, meetings, projects, contracts, invoices, and more, all from one powerful dashboard
// All Features
Manage Clients, Projects & Growth All in One Place
Unified Dashboard
This dashboard gives you a comprehensive overview of your clients, projects, tasks, and upcoming deadlines. Additionally, the Google-integrated calendar offers a unified view of your availability and meetings. The To-Do section highlights upcoming tasks for clients, all accessible within the dashboard.
Learn More
Client Portal
Our client portal provides a branded space to capture all client details in a single, smart profile. Clients can securely access the portal to schedule meetings, collaborate, share documents, check project status, and contact you.
Client & Contact Management
Manage multiple contacts per client, including role, details, and relationship tracking, in a single database, enabling your team to engage and follow up effectively.
โDeal Management
Visual sales pipeline that helps you track from first conversation to closure. By connecting deals with your clients/contacts, our platform provides visibility into the sales cycle and enables you to automate tasks and manage pricing.
โProducts Feature
Streamline your catalog setup and once and use it once across all channels with our built-in product management software. Add products and pricing, and connect deals, proposals, and invoices for a seamless billing experience.โโ
Calendars
Stay on top of meetings, deadlines, and follow-ups with built-in calendar management software. The platform provides a clean monthly view that users can use to schedule events, sync with Google Calendar, and share availability.
Projects & Tasks
Create projects and break them down into actionable tasks. Assign team members and track progress in real time to gain visibility into active projects, upcoming priorities, and your team’s focus. With this powerful project management feature, you will keep your roadmap strategically aligned for success.
Time tracking
Track hours across projects and clients effortlessly! Monitor logged hours for each team member, check monthly totals, and identify profitable tasks for accurate invoicing and fair compensation.
Contracts
With legally binding contracts, digital signatures, version controls, and instant notifications, you will convert prospects from “may be” to “yes” in record time. Our contract management software allows you to build contracts seamlessly and save them as templates for future use.
Proposal
Create professional proposals that close deals with our built-in proposal software. Use templates to speed up your sales process. Monitor proposal status and manage contract versions in a centralized location. โ
Invoice Management
Get paid faster with professional invoices and instant online payments. Our platform allows you to send recurring invoices, track payments, and overall revenue per client.
Questionnaires
Simplify onboarding by sending structured forms to gather essential client information before the project begins and eliminate endless email exchanges. Use your custom onboarding form to streamline your workflow and ensure a seamless and professional experience.
Lead Management
Our clean visual sales pipeline & lead dashboard helps you organize prospects, track conversations, and follow up rightfully. A clear path to more closed deals.
Client Management
Deliver a secure client experience with our client manager software. You can manage tasks, files, onboarding, and more. Every detail stays centralised.
Project Management
Keep projects on track. Assign tasks, set deadlines, and collaborate with your team in a simple project management dashboard designed for agencies, freelancers, and consultants.
Payments & Invoicing
Get paid without the awkward back-and-forth. Send professional invoices, accept online payments, and auto-bill recurring ones. Like cool, not awkward.
TAKE CONTROL OF YOUR BUSINESS
Why Manage Your Clients With ClientManager?
Client relationships break down when systems are disconnected, and information lives in silos. ClientManager is a purpose-built, advanced CRM plus Client management software to give service businesses a clear operational backbone. Our platform centralizes the entire business workflow in a single platform and is a perfect match for small businesses, freelancers, and agencies.
Till now, many of the service businesses, agencies, and freelancers have started using ClientManager 2.0 because it has:
One platform. Many Workflows.
Easy Client Onboarding In-Take Forms
Send a client intake form URL in a few minutes.
Simple Client Management Software
Everything you need to get things done, in one place.
HOW IT WORKS
Get Started in Just 3 Clicks
Forget complicated setups and looping tutorials. Client Manager gives your business complete control faster than you make your morning coffee
01
Sign Up
Start your free week and get instant access to Everything.
02
Browse It
Explore the ClientManager features.
03
Use It
โSend your first proposal, start a new project, and automate client onboarding.
Testimonials and Reviews
Our Customers Can’t Get Enough
Don't just take our word for it. Here's what our customers have to say.
It has everything you are looking for to easily onboard clients like a professional. And the best thing is - it’s SUPER easy to use.
Rob O'Rourke
Entrepreneur
THIS is what web design agencies have been waiting for. A tool we can leverage to manage projects with ease.
John Saunders
5Four Digital
An amazing tool for freelancers who want to easily manage their client projects. It makes onboarding & project management easy ๐
โAlex Thomas
Freelancer
A great tool to manage your freelancing clients in a simple, quick, and easy way.
โNat Miletic
Clio Websites
ClientManager is both simple and powerful, which is rare in my experience.
โBrad Traversy
YouTuber
This is the kind of structure I've always been looking for all in one place, finally!
โAdrian Twarog
Moshi Moshi
It has everything you are looking for to easily onboard clients like a professional. And the best thing is - itโs SUPER easy to use.
Rob O'Rourke
Entrepreneur
THIS is what web design agencies have been waiting for. A tool we can leverage to manage projects with ease.
John Saunders
5Four Digital
An amazing tool for freelancers who want to easily manage their client projects. It makes onboarding & project management easy ๐
โAlex Thomas
Freelancer
A great tool to manage your freelancing clients in a simple, quick, and easy way.
โNat Miletic
Clio Websites
ClientManager is both simple and powerful, which is rare in my experience.
โBrad Traversy
YouTuber
This is the kind of structure I've always been looking for all in one place, finally!
โAdrian Twarog
Moshi Moshi
"I searched for a long time to find an “all-in-one” tool that could handle both CRM and project management for my web design agency.
Finally, I found ClientManager, which has everything I need to run my business in a simple and easy-to-use way. It replaced several online tools, solving many of my problems."
NICK SUY, NICK SUY WEB DESIGN
"As a growing digital marketing agency, ClientManager is essential to our team's workflow by simplifying our onboarding, staying organized, and keeping our client projects on track."
JACOB WULFF, NETSICLE
"Previously, we were using 4 tools JUST to manage our clients, contracts, projects, and our team. But ClientManager makes all of it SO easy with its clean interface and user-friendly platform."
AARON, WIKINGFINITY
Take Charge of Your Client Management Now!
Transform your client onboarding and engagement experience with ClientManager. We eliminate the chaos of the patchwork systems with a completely reimagined experience of seamless platforms that put you first. Break free from inefficient systems and embrace a future of streamlined experiences.
GET STARTED TODAY
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ClientManager is the simple client onboarding & management tool.